Insights from a High Net Worth Life Insurance Team

September 2023

The Advantages of Being an Independent Professional in Life Insurance: Advocacy and Unlocking the Potential of Misunderstood Assets

Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses. However, it is also often an unmanaged and least understood asset. Clients and their advisors often require guidance to navigate the complex landscape of evaluating policies and their options. An independent life insurance broker can […]

C3 Financial Partners

September 2023

The Advantages of Being an Independent Professional in Life Insurance: Advocacy and Unlocking the Potential of Misunderstood Assets

Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses. ...

August 2023

Woe is Me! Life Insurance as an Often Unmanaged, Least Understood Asset Class

Life insurance is a financial product that is typically thought of when it comes to addressing a liability such as...

June 2023

There is No “If I Die”

We are all guilty of having discussions about what might happen in the future. The word “if” is popular when...

May 2023

The Best of Times…and the Worst of Times: Life Insurance Planning for a Divorce

Divorce can be upsetting and overwhelming. Even an amicable divorce can cause financial challenges when you consider the cost of...

April 2023

Is Private Placement Life Insurance a Fit?

Increasingly, the investment community is buzzing about private placement life insurance (PPLI) and the benefits for those who are seeking...

March 2023

SECURE 2.0 Opportunity: Secure and Transfer Wealth

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as...

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C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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